considering the cloud? thinking beyond the readme...
TRANSCRIPT
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Considering the Cloud? Thinking Beyond the Readme File
Bill Malchisky Jr.
Effective Software Solutions, LLC
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Agenda
Introduction
Defining Cloud Strategies
Risk Assessment
SWOT Analysis
Decision Matrix
Final Thoughts
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A Little Bit About Your Speaker...
Regulatory compliance expert in the field
Written multiple articles on compliance and eDiscovery
Speaker at 18 Lotus® related conferences/LUGs
Co-authored two IBM® Redbooks on Linux®
Designed disclosure response solutions for Fortune® 100, medium-sized, and
small established regulated firms
Technical advisor for many of my clients
IBM Champion – Collaboration Solutions 2011
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Completing Your Evaluations
Please ensure that you fill-in your session evaluation form when it is provided
after the conference
Thank you in advance
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Agenda
Introduction
Defining Cloud Strategies
Risk Assessment
SWOT Analysis
Decision Matrix
Final Thoughts
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Cloud Defined
Standard Definition
– There is none!
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Two Primary Cloud Facets
Infrastructure
(IaaS)
Virtual Hardware
Bandwidth
Storage
Software
(SaaS)
Layered Functionality
Business Line Specific
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Combining Cloud Facets Creates Additional Services
Recovery as a Service
(RaaS)
Data Protection
& DR
SaaS
IaaS
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Decisions. Decisions. What Can You Cloud?
The Cloud
Infrastructure
Platform
Software
Backup
Process
Database
Security
Testing
Storage
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Setting the Foundation to Make the Move
Create a well defined plan, with clear boundaries
• Otherwise, the effects to your business can be catastrophic
Define the business functionality set in-scope for the project
• Review what you feel you need to outsource
• Ensure the affected business leaders are aware, support, and well coupled during the process
Ensure legal, security, compliance, network all approve the plan
• Where you do business or with whom affects how these teams will evaluate your plan
Before your firm approves the plan, you may learn it is not in your company’s best interest
• Perhaps modifying the design to achieve unanimous approval is required
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For Any Cloud Move Discussions, Key Questions Must Have Answered
What do you want to move?
Who is going to move it?
Where do you want to move
it?
What is the
expected outcome?
When do we want to finish?
How do you
measure success?
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The Benefit Contrast – A Trio
What are the best points of cloud, hybrid, and on-premises solutions
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First, the Cloud: Private and Public
Ubiquitous access
Upgrade simplicity
Decreased overall TCO
Business process
efficiency
Decreased capital
expenditures
Predictable cash flow
calculations
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On-Premises
Ubiquitous access
Increased security
Decreased overall risk
Governance Customizable
solution Data portability
Increased vendor
management
Maintain multiple vendor
relationships
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Hybrid
Same benefits as cloud and on-premises
Increased design
flexibility
More security over pure
cloud
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The Hybrid’s Three Styles Allow for Cost and Configuration Optimization
Public
• On-premises
• Public cloud
Private
• On-premises
• Private cloud
Public-Private
• On-premises
• Public cloud
• Private cloud
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The Detriment Contrast – In Multi-part Harmony
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Reasons Not To Go To The Cloud
You hate your IT Staff
– “Who cares about the cost, get rid of them!”
– This is a management issue, not a resource issue: fix the team
You want to impress the boss
– “If I succeed, I’ll get a promotion.”
Your users are threatening to leave
– If the users dislike a solution to the point of changing career paths, address the true problem
Users drive features, but not infrastructure
– Address the underlying issue(s) instead
Cost
– “The cheap solution is always the most expensive.”
– If you only look at the hard numbers, you will ignore mitigating factors
E.g. eDiscovery responsiveness
“Everyone is doing it!”
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Private Cloud Considerations Beyond the Risks
• Lack of multi-location clustering
• Generally housed in one building
Private clouds are less DR hardened
• Built in-house or purchased
• Establishes self-service resource allocation
• Must be designed, planned, and developed
New utilization, monitoring, and
billing tools needed
• Cooling, clustering, connections
• Priced only for the largest shops
Private Clouds are SMB cost
prohibitive
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Public Cloud Considerations Beyond the Risks
• Security officers will be concerned
• Your control ends at their door
Public clouds are housed with an unknown entity
• Third-party tools help
• Costs are hardly trivial
Data transport to public clouds
• Proprietary data storage
• Lack of standards forces dependency
• Upgrade frequency is mostly on their terms Vendor lock-in
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On-Premises Considerations Beyond the Risks
• Whatever issues you have, will remain
• Must actively create projects to renew
• Can outsource these efforts Nothing changes
• The larger the shop, the longer the project
• Customizations require additional testing
Upgrade complexity
• New equipment requires ad hoc approvals
• Dramatic changes can consume budget
• Additional projects can be delayed
Cash flow unpredictability
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Hybrid Considerations Beyond the Risks
• Creates complexity through resource tracking workflow
• Must ensure proper access to both environments Split Environment
• Perimeter extension beyond your walls
• New/additional encryption key management
New security concerns
• Common to resolve by extending to the cloud
• Can impact the corporate identity through security due to risk; discuss with security team
Extending identity management tools
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Agenda
Introduction
Defining Cloud Strategies
Risk Assessment
SWOT Analysis
Decision Matrix
Final Thoughts
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Cloud Compound Critical Risk Factor Identified
“Single point of failure, where you have
no control.”
– David Leedy, Notes In 9
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With the Good, Does Come The Bad: Majors Areas to be Evaluated
Legal risk
Compliance risk
Security risk
Vendor lock-in risk
Data usability risk
– Received format will any returned data be useful
Data safe-guards risk
– Bypassing what you currently have in-place
Data management risk
Personnel risk
– Who’s vetting the people running your systems?
– Unable to screen administrators in your usual manner
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Vendor Outsourcing Risk
Just because you have a contract with your cloud vendor, hardly indicates
those terms will continue when they outsource certain aspects of their data
center
– Quite common and is a question that is almost never asked
– Can create quite a concern down the road for disclosure motion requests
– They can decide to move part of their environment to a place that is unpalatable to your business
– The cloud is faceless
Changes are never seen by the end-user
– Almost all vendors deny they do this; some are correct
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Finally, Reliable Accessibility
What if you cannot get to your data when you need it?
– The big question and one that catches all the news headlines
What is your company’s reputation worth?
Lack of multiple network access paths
– Regardless of how well your servers are clustered
– Company-wide outage is just one hop away
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The Delicate Corporate Balancing Act
Risk Reward
Simplification
Upgrade Ease
Cost savings
Lawsuits
Compliance
Corporate Reputation
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The Overall Risk Relationship Model – Putting the Pieces Together Helps Drive Proper Inter-team Dialogue
End-user Satisfaction
Solution Access
What Data Is Cloud Worthy?
Hosting Center
The Vendor
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Some of the Top Outages in 2011
See if any of these stories sound familiar
Note: Images with supporting prose included from the CRN article, “The 10 Biggest
Cloud Outages of 2011, So Far”
http://www.crn.com/slide-shows/cloud/231000954/the-10-biggest-cloud-outages-
of-2011-so-far.htm
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The Data Center Glitch – 500 Customers Affected
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One Update Glitch Equals Disappearing Mail Boxes for 150,000 People
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Maintenance Operation Malfunction – The Seven Day Glitch
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The Seven Day “Re-mirroring Storm”
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One Errant Keystroke and All Load Balancers Gone
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The Undisclosed Mystery Outage
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BPOS: Four Days -- 1.5 Million Messages Are Stuck
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BPOS: Mail Issues Cause Exchange Delivery Delays
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BPOS – Fourth Outage in a Month, Blinding Admins and Users
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Heating Up the Internet for Four Days and 17,000 People
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But Wait, There are More…
Playstation Network
Twitter Service
Netflix Streaming Service
Research In Motion (SaaS/push)
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Some Additional Queries Around Risk
When service levels change between a cloud provider and their vendors, will you be notified?
What control do you have around data access?
• Data encryption
• Vetting administrators
How do you manage data distribution across multiple jurisdictions?
• When you lack awareness of the matter?
What guarantee do you have the cloud provider will take the same data safeguards to protect your data?
• How do you fill-in the gaps?
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Agenda
Introduction
Defining Cloud Strategies
Risk Assessment
SWOT Analysis
Decision Matrix
Final Thoughts
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Strengths Weaknesses
Opportunities Threats
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The Basic Process
One SWOT matrix for each strategic permutation
Facets with each to help you
endure
Faults with each strategy/process
How does each help your business?
Where could each hurt your
business?
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Group Discussion Exercise: Learning From Each Other
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SWOT: Your In-session Input, Entered Below
S
• Fixed costs
• No infrastructure
• World-wide access
• Software upgrades
• Reduces overhead
W
• Security
• Risks
• Available bandwidth
• Technical barriers
• Lack of change control
O
• Flexible
• Future integration
• Extra customer channel
• Lower cost of ownership
• Scalability
• Mergers/Acquisitions: Faster adaption
T
• Unavailability
• Not possible to customize
• Data protection
• Your customers may not like their data in the cloud
• Restore procedure, not as fast, less flexible, lose granularity
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Agenda
Introduction
Defining Cloud Strategies
Risk Assessment
SWOT Analysis
Decision Matrix
Final Thoughts
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Decision Matrix Template
Strategy Risks Timeline Compliance Concerns
Fixed Costs
Variable Costs
Legal Concerns
On-Premises
Public Cloud
Private Cloud
Hybrid
What is the data we want to move? _______________________
What is the time-frame? _______________________
What is the end goal/objective? _______________________
Full Risk Assessment Completed? _______________________
External forces assisting process? _______________________
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Agenda
Introduction
Defining Cloud Strategies
Risk Assessment
SWOT Analysis
Decision Matrix
Final Thoughts
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Your Pre-session Questions Answered Below
Want to put a blog in the cloud: concerned about system security
– A: Blogs are one of the easier applications to move to the cloud and it is quite common to do so; security concerns are common and should be reviewed with your vendor(s) of interest as it will vary based upon the vendor
Challenges
– A: Good question and we cover this extensively in the session
Security
– A: Another good question, which we cover in the session in a few areas
Record Management
– A: Although we did not cover this directly in the session, I would be happy to answer a few questions afterwards, as time for the session expired
Is moving to the cloud technically feasible?
– A: Absolutely it is. The challenges you will face depend upon what you want to move, getting the correct vendor, and ensuring that your company has a full and complete discusson around risk and the process
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Contact Information
E-mail: [email protected]
Skype: fairtaxbill
Twitter: @billmalchisky
Company site: http://www.effecitvesoftware.com
My Blog: http://billmal.com
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